Back office analytics help centre


Learn how to use powerful back office analytics to help make smarter business decisions and grow your business. Compare online and multi-store analytics with our all-in-one system

Dashboard

By default the dashboard show sales for the last 30 days. Tap All stores to filter by a specific store or the Date range button to filter by date. Select either a pre-defined or custom date range to automatically display sale data for that defined date range. Selecting a pre-defined date displays the following sales data with a percentage difference in comparison to the previous defined date range:

  • Average sale value
  • Average items per sale
  • Number of sales
  • Sales with a customer - Percentage of sales with a customer name associated with the order
  • Total sales
  • Stock takes - Number of upcoming and overdue
  • Low stock alerts - Number of products that have reached their re-order point
  • Online orders - Only shown if you have a Saledock ecommerce site. Number of pending orders
  • Gift card balance - Total outstanding

When a gift card is sold it is not included in the dashboard or sales report. The gift card is only included in the report when the gift card is redeemed.

The graph for the total sales displays the sale values on the vertical axis and the date values on the horizontal axis. Hover over a circular point on the graph to display the exact sale value for that particular date. When filtering by a pre-defined date range the graph displays total sales as follows:

  • Today - Sales shown per hour
  • Last 7 days - Sales shown per day
  • Last 30 days - Sales shown per day
  • This month - Sales shown per day
  • Last month - Sales shown per day
  • This quarter - Sales shown per week
  • Last quarter - Sales shown per week
  • This year - Sales shown per month
  • Last year - Sales shown per month

Sales dashboard

By default the dashboard shows the total quantity sold for the last 30 days. Tap All stores to filter by a specific store or the Date range button to filter by date. Select either a pre-defined or custom date range to automatically display sale data for that defined date range. The dashboard displays 4 charts:

  • Top 10 selling products - A chart of product names and the quantity of each sold
  • Top 10 suppliers - A chart of supplier names and the quantity of products sold by each supplier
  • Top 10 brands - A chart of brand names and the quantity of products sold by each brand
  • Top 10 categories - A chart of categories and the quantity of products sold by each category

Hover over any item on the graph to display the exact quantity sold per product/supplier/brand/category within the specified date range.

Sales report

By default the sales report shows sales by products for the last 30 days, sorted by sales value (highest first) by default. Tap All stores to filter by a specific store. Select either a pre-defined or custom date range to automatically filter the report. All columns within the table are sortable. Sorting by Name, Supplier, Brand or Category will only update the table, sorting by the remaining columns will update both the graph and table.

When a gift card is sold it is not included in the dashboard or sales report. The gift card is only included in the report when the gift card is redeemed.

The sales report is filtered by:

  • Sales by product
  • Sales by supplier
  • Sales by brand
  • Sales by category

The table and graph can be sorted by:

  • Total sold - The number of items sold
  • Sales value - Price of the item sold
  • Net value - Sales value minus VAT
  • Cost of goods
  • Gross profit - Net value minus the cost of goods
  • Margin - Gross profit divided by net value
  • Ratio - Profit margin ratio

Only products that have been sold within the date range will be displayed in the list. 20 products are displayed at one time, use the pagination control at the bottom of the list to view the next 20 products, the graph will update to reflect the next 20 products now displayed in the list.

Export report

Tap then Export to export the current sales report. All products within the filtered report will be exported. For example, if the sales report shows sales by product and sorted by total sold, a list of all products within the specified date range ordered by total sold (ascending to decending) will be exported.

Gift card report

The gift card report shows all activated gift cards displayed in a list per gift card code. Tap All gift cards to filter by a specific gift card status. Printed but unactivated gift cards will not be displayed in the gift card report. Only at the point of purchase is a gift card activated. To view all gift card products tap Manage gift cards to view the list. The following data is an accumulation of all activated gift cards:

  • Total value sold
  • Total outstanding balance
  • Total value redeemed
  • Total number of active gifts - Does not include expired, disabled and redeemed gift cards

The table of gift card codes can be sorted by:

  • Gift card code - Unique code generated for each gift card
  • Customer name - The customer associated with the gift card purchase
  • Gift card value
  • Gift card balance
  • Expiration date
  • Status

View gift card code information

Tap the gift card code to view the following information:

  • Gift card value
  • Balance
  • Valid from and to dates
  • Gift card product - The product the code was generated from. Tap to view the gift card product
  • Order no. - The order no. associated with the purchase of the gift card. Tap to view the sales history
  • Customer name - The customer associated with the gift card purchase. Tap to view the customer information
  • Sales history - A list of all orders paid partially or in full using the gift card

To disable the gift card tap Disable. A gift card can be re-activated at a later date. If a customer has lost their gift card you may wish to disable and re-issue a new gift card or re-send the gift card code either by printing a new one or emailing an e-gift card which can be done by tapping Re-send email or Re-print in the top right of the view. Please note: By re-printing/emailing a gift card there will be 2 of the same code in circulation. Although the same code cannot be redeemed twice, it may cause confusion if a customer redeems the re-sent code then tries to redeem the original gift card if it is found at a later date.

Low stock report

By default the low stock report shows low stock per variant grouped alphabetically by supplier (A first). Tap All suppliers to filter by a specific supplier or All warehouses to filter by a specific warehouse (a warehouse is associated with a store). All columns within the list are sortable. By default only product variants with a specified re-order point (set to zero by default) are shown, check Include where re-order point is 0? to show all products that have a re-order point of zero.

The list displays:

  • Brand
  • Name - The product name and if applicable the colour and/or size variant
  • Category
  • Warehouse - The location of the product
  • Current quantity - The current stock quantity. A bold and red quantity indicates the quantity is less than the re-order point
  • Re-order point - Products are only displayed in the low stock report when the current quantity is less than order equal to the re-order point
  • Re-order quantity - The specified stock quantity to be re-ordered once the current quantity is less than or equal to the re-order point

The quantity, re-order point and re-order quantity is specified on the individual product page, view the Product inventory section within the Back office help guide for more information. Only warehouses with trackable inventory track product stock quantities and changes. If your warehouse does not track inventory your low stock report will be empty.

Export report

Tap then Export to export the current sales report. All products within the filtered report will be exported.

Staff report

By default the staff report shows sales value by staff for the last 30 days. Tap All stores to filter by a specific store. Select either a pre-defined or custom date range to automatically filter the report. All columns within the table are sortable, sorting will also update the graph.

The table and graph can be sorted by:

  • Staff name
  • Total sold - The number of items sold, this value is based on the original order. If a different staff member processes an exchange the additional item purchased won't be counted as an additional sale
  • Sales value - Total value of the items sold
  • Refund value -Total refund value of the items sold
  • Discount value -Total discount value of the items sold

Only staff that have sold items within the date range will be displayed in the list. 20 staff are displayed at one time, use the pagination control at the bottom of the list to view the next 20 staff, the graph will update to reflect the next 20 staff now displayed in the list.

Export report

Tap then Export to export the current staff report. All staff within the filtered report will be exported.

End of day report

An end of day report is only displayed in the back office once the register has been closed. A single end of day report is generated and associated with the date the register was opened. If you do not close the register for multiple days or take sales after midnight, the single end of day report will include sales from those dates.

An end of day report is automatically generated at 00:01am every day for all online orders. All in-store and online end of day reports are displayed in the end of day report list.

By default the end of day report list shows reports for the last 30 days, ordered by date (newest first). Tap All stores to filter by a specific store. Search for a report by register name or filter by date. Select either a pre-defined or custom date range to automatically filter the report list. The Register name and Date columns are also sortable.

Export report

Tap then Export to export the current end of day view. Only the current filtered view will be exported.

View a report

Tap a register name to view the end of day report. Tap Print to print or save the report as a PDF from the print dialogue. Each end of day report displays:

  • Register opening and closing times, register opened by, opening float value, internal notes and a full sales history
  • Breakdown of transactions by category, including total quantity sold and total value for each category
  • Breakdown of refunds by category, including total quantity returned and total value for each category
  • Sales sumary
    • Gross sales - Total value of all sales excluding discounts and refunds
    • Discounts - Total value of discounts given
    • Refunds - Total value of refunds given
    • Net sales - The Gross value minus discounts and refunds
    • Liabilities - Total outstanding balance of gift card sales
    • Laybys - Total value of layby sales (outstanding balances)
    • Total takings -The Net sales value minus layby sales. Liabilities are not included in total takings
  • VAT breakdown per VAT category
  • Breakdown of payments by payment type (cash, card and gift card) and sale type (payment and refund) with a total amount (total payments minus total refunds)

The end of day report is a digital version of your end of day reports printed in-store.

Finance report

By default the finance report shows all sales transactions in real-time across all registers and stores (in-store and online) for the last 30 days. Tap All stores to filter by a specific store. The finance report is also filterable by date, select either a pre-defined or custom date range to automatically filter the finance report. Tap Print to print or save the report as a PDF from the print dialogue. Only the current filtered view will be printed.

The finance report is broken down into six sections: Sales, VAT summary, Gross profit, Liabilities, Payment types, and Stock. The Sales section includes layby orders (outstanding balances) and displays:

  • Total orders - Total number of all orders
  • Gross sales - Total value of all sales excluding discounts and returns
  • Discounts - Total value of discounts given
  • Returns - Total value of items returned
  • Total sales - The Gross value minus discounts and returns

The VAT summary is a breakdown of VAT by VAT type. The Gross profit is calculated by the net sales minus the cost of goods. A margin percentage is also provided but this is only a cost of goods margin and does not take into account transaction fee rates, staff wages and operation costs. The Liabilities section displays the total outstanding balance of gift card sales. The Payment types section is a breakdown of all payments and refunds by type with a total payments value (payments minus refunds). Beneath the total layby value is displayed, this is the outstanding balance due from layby orders. The Stock section displays:

  • Total stock quantity sold - The number of items sold in the specified date range
  • Total stock quantity remaining - The number of items currently in stock. This value will not change if the date range is updated as it the current value
  • Total stock value sold - The cost price of all items sold in the specified date range
  • Total stock value at cost - The current value of all stock. This value will not change if the date range is updated as it the current value

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